Funds From: memtx - BlackRock Strategic Muni Opps Inv A LW - Muni National Interm to piodx - Pioneer A Load Waived - Large Blend


  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: Google Inc Class A , Apple Inc , Qualcomm Inc , Oracle Corporation , SBA Communications Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , International Tilts , Russel 1000 Lifepath , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: PNC Financial Services Group Inc , JPMorgan Chase & Co , Brown-Forman Corp Class B , Applied Materials Inc , L Brands Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Merck & Co Inc , JPMorgan Chase & Co , Devon Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Perrigo Co PLC , Lumber Liquidators Holdings Inc , Home Depot Inc , Ligand Pharmaceuticals Inc , Rogers Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: HSBC Holdings PLC , Roche Holding AG , BP PLC ADR , British American Tobacco PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Income Instl , PIMCO Floating Income Instl , PIMCO Senior Floating Rate Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2031-2035
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  • Holdings: AXA SA , Novartis AG , National Grid PLC , AstraZeneca PLC , Total Sa (Fr) ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Verizon Communications Inc , Microsoft Corp , Philip Morris International Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Imperial Tobacco Group PLC , British American Tobacco PLC , Microsoft Corp , Intel Corp , Danone ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Convertible Securities Y , Driehaus Select Credit ,
  • Category: Managed Futures
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Fin Fut Euro$ Cme 12/14/15 , Efa Up Trs Equity 3ml+30 *Bullet* Bps , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+27 Jpm ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Blackrock Total Return Fund 2030 , Blackrock Mstr Basic Val Fund 2030 , Blackrock Large Cap Growth 2030 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for mytbx investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Questcor Pharmaceuticals Inc , Aspen Technology Inc , Cavium Inc , Cognex Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu, Inc. ADR , Hikma Pharmaceuticals PLC , Samsung Electronics Co Ltd , Novo Nordisk A/S , SOFTBANK Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , The Hershey Co , Microsoft Corp , Walgreen Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: memtx - BlackRock Strategic Muni Opps Inv A LW - Muni National Interm to piodx - Pioneer A Load Waived - Large Blend
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